February 2017 Aegis CRM Release

A major software update will be applied to Aegis CRM between 5:00 PM and 7:30 PM MST on Thursday, February 9, 2017. During this time, there will be no access to Aegis CRM and Rapid Entry. Please close batches and exit out of Rapid Entry before 5:00 PM MST. We appreciate your patience.

Aegis Premier Technologies has introduced new features and functionality, as described in the Release Notes below.

Aegis CRM Major Software Release Notes

The following updates will be made to Aegis CRM during the release update:

Branding

• Brand the application to Aegis CRM
• Reports Module is being renamed as the Analytics Module
• Application URL is being updated to crm.aegispremier.com

Online Help

• Launch of a new search-based online help platform

Email Pulls

• Email pulls that do not contain counts will trigger errors and specify reasons for the errors.

Events

• When creating Event tickets, the default Fund ID for the ticket is automatically set to the Event default Fund ID.

Analytics

• The addition of Fund Groupings to GL Export.

Rapid Entry

• Ability to Create a New Partner from Rapid Entry Search Page

API

• Ability to set Fund Code when creating a pledge via the API
• Ability to create custom note types tied to a transaction
• Pledges created via the API to be wrapped in an Activity/Batch

Release Questions

Please contact Aegis CRM Support with any questions regarding this release.

Online

http://support.aegispremier.com

Email

support@aegispremier.com

Phone

303-629-2727, Option 2